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HubSpot

745 hedge funds and large institutions have $18.9B invested in HubSpot in 2025 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 255 increasing their positions, 271 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $362M | Put options by funds: $267M

1.38% more ownership

Funds ownership: 88.52%89.9% (+1.4%)

5% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 135

6% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 271

3% less funds holding

Funds holding: 770745 (-25)

13% less capital invested

Capital invested by funds: $21.8B → $18.9B (-$2.9B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
745
Holders Change
-25
Holders Change %
-3.25%
% of All Funds
9.07%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
128
Increased
255
Reduced
271
Closed
135
Calls
$362M
Puts
$267M
Net Calls
+$94.8M
Net Calls Change
+$50.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
676
Bogart Wealth LLC
Virginia
$4.01K -$6.21K -15 -60%
W
677
WealthCollab
Washington
$4.01K -$2.07K -5 -33%
CA
678
CoreCap Advisors
Michigan
$4.01K
FC
679
Fairscale Capital
New Hampshire
$4.01K
RWA
680
Redmont Wealth Advisors
Illinois
$4.01K
AA
681
Addison Advisors
Vermont
$4.01K +$1.66K +4 +67%
CIA
682
Cape Investment Advisory
Georgia
$4.01K +$4.14K +10 New
OAJ
683
Ogorek Anthony Joseph
New York
$4K -$828 -2 -17%
IIM
684
IFC & Insurance Marketing
California
$4K +$4.14K +10 New
SIS
685
Sound Income Strategies
Florida
$3.43K
JWA
686
JFS Wealth Advisors
Pennsylvania
$3.21K +$828 +2 +33%
MCM
687
MV Capital Management
Maryland
$3.21K +$2.9K +7 +700%
WB
688
Webster Bank
Connecticut
$3.21K
CH
689
Cromwell Holdings
Wyoming
$3.21K +$3.31K +8 New
CAL
690
Capital Analysts LLC
Pennsylvania
$3K -$1.24K -3 -27%
AWM
691
Abound Wealth Management
Tennessee
$2.81K
NSIM
692
North Star Investment Management
Illinois
$2.81K +$2.48K +6 +600%
SRCM
693
Signature Resources Capital Management
California
$2.81K +$2.9K +7 New
RF
694
Rossby Financial
Florida
$2.41K +$828 +2 +50%
PWA
695
Principia Wealth Advisory
Texas
$2.41K +$1.66K +4 +200%
CIAS
696
CBIZ Investment Advisory Services
Ohio
$2.41K +$2.07K +5 +500%
IBOK
697
Independence Bank of Kentucky
Kentucky
$2.41K +$2.48K +6 New
PPC
698
Park Place Capital
Alabama
$2.41K +$2.48K +6 New
FFO
699
Fortitude Family Office
Arizona
$2.01K -$9.53K -23 -82%
CFFP
700
Center for Financial Planning
Michigan
$2.01K